Purchases and Sales Made in Q3 2021 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q3 2021. The information is specifically focused on institutions that hold shares of Phillips 66.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
3.35KNew |
$215K - $295K
|
3.35K
$402K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.27K+ 82.63% |
$210K - $288K
|
7.23K
$868K
|
|
|
Nov 12, 2021
Q3 2021
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.25K+ 93.08% |
$209K - $286K
|
6.75K
$810K
|
|
|
Oct 13, 2021
Q3 2021
|
Adams Asset Advisors, LLC
|
BUY
|
- |
3.25K+ 4.79% |
$209K - $286K
|
71.2K
$8.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
BUY
|
- |
3.25K+ 31.45% |
$209K - $286K
|
13.6K
$1.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.24KNew |
$208K - $284K
|
3.24K
$388K
|
|
|
Nov 15, 2021
Q3 2021
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.19KNew |
$205K - $281K
|
3.19K
$383K
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.11KNew |
$200K - $273K
|
3.11K
$373K
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.09K+ 7.22% |
$199K - $272K
|
45.9K
$5.51M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.02K+ 3.44% |
$194K - $266K
|
91K
$10.9M
|
|
|
Nov 04, 2021
Q3 2021
|
Ar Asset Management Inc
|
BUY
|
- |
3K+ 31.25% |
$193K - $264K
|
12.6K
$1.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.98KNew |
$192K - $262K
|
2.98K
$358K
|
|
|
Nov 15, 2021
Q3 2021
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
2.97K+ 4.57% |
$191K - $261K
|
67.8K
$8.14M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.9K+ 87.7% |
$186K - $255K
|
6.2K
$744K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.89K+ 58.15% |
$186K - $254K
|
7.87K
$944K
|
|
|
Nov 01, 2021
Q3 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.87K+ 3.08% |
$185K - $253K
|
96.1K
$11.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.81K+ 26.36% |
$180K - $247K
|
13.5K
$1.61M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.75K+ 19.44% |
$177K - $242K
|
16.9K
$2.03M
|
|
|
Oct 19, 2021
Q3 2021
|
Fluent Financial, LLC
|
BUY
|
- |
2.71K+ 6.57% |
$174K - $239K
|
44K
$5.28M
|
|
|
Nov 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.61KNew |
$167K - $229K
|
2.61K
$313K
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.57K+ 5.33% |
$165K - $226K
|
50.9K
$6.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2.56K+ 1.64% |
$165K - $225K
|
159K
$19.1M
|
|
|
Oct 18, 2022
Q3 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2.56K+ 1.64% |
$165K - $225K
|
159K
$19.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.54K+ 14.51% |
$163K - $223K
|
20K
$2.41M
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.51K+ 11.63% |
$161K - $221K
|
24.1K
$2.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.49K+ 24.99% |
$160K - $219K
|
12.4K
$1.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
2.48K+ 3.03% |
$159K - $218K
|
84.2K
$10.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.46K+ 24.34% |
$158K - $216K
|
12.5K
$1.51M
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.44K+ 11.57% |
$157K - $214K
|
23.5K
$2.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2.42K+ 28.57% |
$156K - $213K
|
10.9K
$1.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2.42K+ 91.63% |
$155K - $213K
|
5.06K
$607K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.36K+ 5.26% |
$152K - $208K
|
47.3K
$5.68M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.36K+ 5.26% |
$152K - $208K
|
47.3K
$5.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.3K+ 3.63% |
$148K - $202K
|
65.6K
$7.88M
|
|
|
Nov 10, 2021
Q3 2021
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
2.21K+ 2.51% |
$142K - $194K
|
90.3K
$10.8M
|
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.2K+ 5.95% |
$142K - $194K
|
39.2K
$4.71M
|
|
|
Nov 01, 2021
Q3 2021
|
Meyer Handelman CO
|
BUY
|
- |
2.2K+ 4.32% |
$141K - $193K
|
53.1K
$6.37M
|
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.19K+ 4.82% |
$141K - $192K
|
47.6K
$5.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.19K+ 2.54% |
$141K - $192K
|
88.3K
$10.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.16K+ 3.22% |
$139K - $190K
|
69.2K
$8.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
2.14K+ 38.21% |
$138K - $188K
|
7.75K
$931K
|
|
|
Nov 01, 2021
Q3 2021
|
Stack Financial Management, Inc
|
BUY
|
- |
2.11K+ 0.96% |
$135K - $185K
|
221K
$26.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 32.34% |
$135K - $184K
|
8.58K
$1.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.06K+ 30.63% |
$132K - $181K
|
8.77K
$1.05M
|
|
|
Oct 20, 2021
Q3 2021
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.96K+ 8.13% |
$126K - $172K
|
26K
$3.12M
|
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.92K+ 65.3% |
$123K - $169K
|
4.86K
$583K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.91K+ 12.29% |
$123K - $168K
|
17.5K
$2.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.89K+ 4.08% |
$121K - $166K
|
48.1K
$5.78M
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.87K+ 0.84% |
$120K - $165K
|
223K
$26.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
1.87K+ 48.77% |
$120K - $164K
|
5.7K
$684K
|